Filed March 31, 2022 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,357 | $67,411+13.3% | $91,001-16.1% | $70,131+8.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 49.40% | -40.16%+89.6pp | 4.60%+44.8pp | 73.14%-23.7pp |
| Employer contribution / active EE | $4,336 | $1,786+142.8% | $2,456+76.6% | $2,342+85.1% |
| Participant deferral / active EE | $7,126 | $2,823+152.5% | $3,547+100.9% | $3,332+113.9% |
| Admin fee / account holder | $1,793 | $4,236-57.7% | $5,417-66.9% | $4,645-61.4% |